Page 2 - Market Update 12-31-2020.xlsx

Sector Snapshot 12/31/20 S&P 500 Sector Weights* 12/29/20
1 Year
Sector Return Sector Weight
Technology 42.21% Technology 24.36%
Consumer Cyclical 28.30% Health Care 13.51%
Comm. Services 25.80% Financials 13.40%
Materials 17.85% Consumer Cyclical 12.56%
Health Care 11.43% Comm. Services 10.83%
Industrials 9.01% Industrials 8.75%
Consumer Defensive 7.20% Consumer Defensive 6.98%
Utilities -2.80% Utilities 2.73%
Financials -4.10% Real Estate 2.40%
Real Estate -5.09% Energy 2.28%
Energy -36.46% Materials 2.21%
Sector Summary 12/31/20
Sector 1 Week 1 Month 3 Month YTD 1 Year 3 Year 5 Year
Cyclical
Consumer Cyclical 2.12% 2.39% 9.43% 28.30% 28.30% 17.74% 15.60%
Financials 1.97% 6.05% 22.52% -4.10% -4.10% 1.87% 8.80%
Materials 1.75% 2.18% 13.88% 17.85% 17.85% 6.21% 10.71%
Real Estate 2.63% 0.94% 4.18% -5.09% -5.09% 3.82% 3.68%
Sensitive
Comm. Services 2.02% 3.45% 13.66% 25.80% 25.80% - -
Energy -1.06% 4.35% 26.35% -36.46% -36.46% -18.29% -8.08%
Industrials 0.80% 1.12% 15.19% 9.01% 9.01% 5.64% 10.96%
Technology 1.66% 5.68% 11.52% 42.21% 42.21% 26.89% 24.96%
Defensive
Consumer Defensive 1.53% 1.41% 5.44% 7.20% 7.20% 5.92% 6.03%
Health Care 2.10% 3.74% 7.55% 11.43% 11.43% 11.44% 9.67%
Utilities 3.21% 0.42% 5.70% -2.80% -2.80% 6.09% 7.74%
Market Indicators
Last 1 Month 1 Mo. % 1 Year 1 Year %
Name As of Month** Ago Change Ago Change Freq.
Key Interest Rates
1 Month Treasury 12/31/20 0.08% 0.08% 0.0% 1.48% -94.6% Daily
2 Year Treasury 12/31/20 0.13% 0.16% -18.8% 1.58% -91.8% Daily
10 Year Treasury 12/31/20 0.93% 0.84% 10.7% 1.92% -51.6% Daily
30 Year Mortgage 12/24/20 2.66% 2.72% -2.2% 3.73% -28.7% Weekly
US Corporate AAA 12/30/20 1.56% 1.55% 0.6% 2.53% -38.3% Daily
US Corporate BBB 12/30/20 2.05% 2.15% -4.7% 3.16% -35.1% Daily
US Corporate CCC 12/30/20 8.42% 9.56% -11.9% 11.62% -27.5% Daily
Effective Federal Funds 12/30/20 0.09% 0.09% 0.0% 1.55% -94.2% Daily
U.S. Economy
Consumer Sentiment 12/31/20 80.70 76.90 4.9% 99.30 -18.7% Monthly
Unemployment Rate 11/30/20 6.70% 7.90% -15.2% 3.50% 91.4% Monthly
Inflation Rate 11/30/20 1.17% 1.37% -14.4% 2.05% -42.7% Monthly
Manufacturing PMI 11/30/20 57.50 55.40 3.8% 48.10 19.5% Monthly
Non Manufacturing PMI 11/30/20 55.90 57.80 -3.3% 53.90 3.7% Monthly
Retail Sales 11/30/20 493,300 497,072 -0.8% 460,743 7.1% Monthly
Building Permits 11/30/20 1,639 1,545 6.1% 1,510 8.5% Monthly

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